See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,960 | $153,772-57.8% | $133,980-51.5% | $273,961-76.3% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 5.88% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $180 | $6,029-97.0% | $5,211-96.6% | $4,869-96.3% |
| Participant deferral / active EE | $1,795 | $6,958-74.2% | $6,282-71.4% | $5,287-66.0% |
| Admin fee / account holder | $239 | $11,765-98.0% | $9,324-97.4% | $10,132-97.6% |